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Behind the Headlines: CII/PFS saga – questions remain unanswered

The Chartered Insurance Institute (CII) yesterday (21 December) laid out its intentions to take over the Personal Finance Society (PFS) board.

Alasdair walkerTony gordonHelen phillipsCaroline stuartApplewood gerrard kusal ariyawansaGarry haleKeith richardsHarry katzInsurance instituteSociety of financial advisersLife insurance associationChartered insurance institutePersonal finance societySarah lordFinancial advisersMoney marketing

PFS members launch campaign to stop the CII coup

Personal Finance Society members have launched a campaign to stop the Chartered Insurance Institute from flooding the PFS board.

Alasdair walkerGarry haleKusal ariyawansaElliot guthrieCaroline stuartAndrew bedfordInsurance institutePersonal finance societyChartered insurance instituteSarah lordPast president

CII defends PFS move as advisers take action

The Chartered Insurance Institute (CII) has defended its position to appoint a majority of directors to the Personal Finance Society

Alasdair walkerEd dymottAlan vallanceCaroline stuartAlan smithHandford aitkenhead walkerRichard bishopDennis hallInstitute for securities investmentsGroup boardAsset managementHandford aitkenheadYellowtail financial planningChartered instituteCaroline stuart

PFS launches voluntary scheme for outcomes-focused financial planning

The Personal Finance Society (PFS) has launched a voluntary accreditation scheme for outcome-focused financial planning.

Alasdair walkerFinancial conduct authorityPersonal finance societyPower planningFinancial planning festivalConsumer duty

Smoke and mirrors — advisers react to new prime minister Sunak

Rishi Sunak, who became the UK’s third prime minister in two months after officially taking over from Liz Truss on Tuesday (25 October), is facing tough decisions over a range of tax and pensions issues.

United kingdomScott gallacherAnna sofatJeremy huntKeith churchouseGoldman sachsFinancial conduct authorityProfessional adviserDowning streetTurton charteredMini budgetConservative partyAutumn budgetConsumer dutyRishi sunakEuropean union wide

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